Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jani? Claim Your ProfileJani Rhae Picard is a financial professional with over 30 years of experience in the industry. Jani is currently registered with ON Investment Management Co., and holds licenses in Arizona, Colorado, Florida, Michigan, Ohio, and Wisconsin. Jani has also worked for several other firms, including Strategic Assets Inc., Banc One Securities Corporation, Invest Financial Corporation, and Capital Financial Services, Inc. Jani provides financial planning, portfolio management, and selection of other advisors services to a variety of clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/16/2024 - Present
ON Investment Management Co. (Oshkosh WI)
NY
06/21/1995 - 09/01/2000
STRATEGIC ASSETS INC. (MELVILLE NY)
IL
06/28/1993 - 04/28/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
11/05/1988 - 06/29/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
ND
06/25/1987 - 11/26/1988
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
IA
Issued 09/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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